Here’s a roundup of the most important things we released over the past year. We’ve been working around the clock to deliver new features so you stay efficient, save time, and drive more value to your clients.
The Accountant Console is your home base to manage your clients, your staff, and billing. Check out these updates from 2024 that help ease your client and staff management.
Manage staff easily in one place with the new Staff Page
The new Staff page is an improved way to manage your staff in the Accountant Console. The new page allows console admins to efficiently add staff members and grant them access to multiple clients and roles across BILL AP & AR and Spend & Expense.
See all your tasks in one place on the new Tasks Page
Now there’s a single place in the accountant console to see all your assigned clients and their pending tasks. The new page lists to-do’s and tasks across all your clients with ability to customize columns and sort by different categories and search for specific clients. Each task is also linked to the client account for easy access.
You can now assign a default role for your staff. No more having to remember exactly which role staff are assigned, or having to manually go through and choose which role when assigning multiple users for a client. Just set it up once and BILL will remember that default role when you assign that user to another client.
Export your entire client and staff lists to a spreadsheet
Small update with a big impact. You can now export your entire client list from the Clients Table in the BILL Accountant Console. Export the entire list of clients plus the columns that are currently visible on the page, including which products are turned on for clients. You can also export your entire staff list from the new staff page.
Need to change a user’s role across multiple clients at a time? Now you’re able to bulk edit roles for a user in one fell swoop, meaning if you have a staff member who’s changing clients, changing teams, or taking on multiple clients at a time, you can make changes faster than ever. You can also remove users from a client’s profile in bulk.
Switching between consoles and clients in the Accountant Console got a new look. The new switcher matches the experience that’s in your client’s BILL AP/AR and Spend & Expense products. In addition to being able to seamlessly switch between clients and consoles, you still have access to all tasks from the previous experience. You’ll be able to see tasks for inbox items, overdue bills, and pending bill approvals.
Our development teams have kept busy delivering new features, products and updates to help your firm stay ahead of the curve and serve your clients better.
BILL Cash Flow Forecasting helps you plan for the future by providing clear visibility into your business's cash flow. Synced with QuickBooks Online, it lets you generate cash flow forecasts using historical data, track key metrics, and run “what if” simulations. You can customize views and dashboards to fit your business needs. Additionally, BILL Insights offers out-of-the-box dashboards to optimize AP processes by identifying trends, opportunities, and potential savings.
Managing Accounts Payable for your client's 1099 contractors became easier in 2024. BILL released the ability to upload W-9 forms for any 1099 vendor, organizing them in one place.
You can now collect, create, and file your 1099s directly with the IRS, all in one platform.
Starting January 2 you can file 1099s right within BILL. In addition to W-9 management, BILL will aggregate payments made to each 1099 vendor, so all you have to do is review, approve, and file. BILL will even send the 1099 to the vendor.
BILL has delivered multiple sync enhancements across products for Xero, Oracle NetSuite, QuickBooks Online, and Sage Intacct, enabling customers to streamline reconciliation, reduce manual work, and boost efficiency.
BILL updated the payment tracker in BILL AP so that you have more detail and visibility into the exact status of ACH payments such as when a payment is scheduled, initiated, and when the payment is sent-to and received-by vendors. You’ll now see detailed breakdowns such as scheduled payment arrival date, processing date, and payment accounts used. You’ll also see details into any errors for payments requiring additional attention.
Approval History in the mobile app
You can now see the approval history for your bills in our AP & AR mobile app. In addition to Approvals, Payments also received an upgrade in our mobile app. Now you can approve and pay bills on the go! Enjoy our enhanced payment options like Pay by Card, Bulk Pay and Faster ACH in the mobile app.
Forget calendar reminders—set invoices to send at the exact date and time you want. Select “Schedule email” from the Send invoice page and let BILL handle the rest.
Include all the info your customers need, right on the invoice. Add custom fields like ”Service Period” or “Account Manager,” and BILL will save them for future use. You can also customize your invoice with your logo and colors. Just choose an existing template or build a new one from the Create Invoice page.
Create itemized estimates and send them to your customers. Then mark the estimate as approved or rejected and make any needed edits. Once you have an approved estimate, you can easily convert it into an invoice.
API: It’s time to grow—without the headaches. With our new API, you can seamlessly integrate BILL Spend & Expense with your existing systems to maximize scalability, efficiency, and control. Pull transaction history into your own systems for analysis and reporting, manage your users, budgets, and cards at scale, and automate your workflows tailored for your needs.
Assistant assignments enable users to delegate transaction tasks to an assistant, helping teams stay efficient and organized. Users can now be assigned assistants who will have the ability to complete transactions on their behalf. This is perfect for executives, managers, or anyone who needs extra help managing their workflow.
Set up a secured line with a reserve card
The BILL Divvy Reserve Card is the smart solution for big-spending businesses looking to maximize rewards while still accessing their deposit at any time. With 1.5% cash back (and beyond) on every purchase, and unmatched access to your secured funds, it adds up to a level of cash flexibility you won’t find anywhere else.
Spend & Expense now syncs with Xero and Netsuite
Big news for firms using Xero and Netsuite is that BILL Spend & Expense now integrates seamlessly with both, sending transaction data to the GL.
Automatic receipt matching and auto validation on web
No more manually matching receipts to transactions! With this update, users uploading receipts via the mobile app will no longer need to find and select the appropriate transaction. The system will automatically match the receipt to the correct transaction, making the process faster and more intuitive. Plus, receipts uploaded via web now auto-validate via OCR, a feature previously only available on mobile.
Auto categorization of transactions
When a spender makes a purchase on their BILL Divvy Card powered by Visa,* AI can automatically fill in the Category and Expense Category fields based on where the purchase occurred. This setting is now the default and can be toggled on and off in your company transaction settings.
*The BILL Divvy Card is issued by Cross River Bank, Member FDIC, and is not a deposit product